"Note" the worksheets (.xls) files can be filled in on a computer then printed, and pdf's will need to be printed then filled in. You will find links in some of the pdf's that will allow you to down load the working document.
Personal Tax Check List [pdf]Find out what items you need
Tax Summary work sheet [pdf]Get a free expert opinion.
Personal Authorization Form (T1013) [pdf]If you want professional help with CRA this form must be filled out.
Business Consent Form (T1013)If you want professional help with CRA for a business this form must be filled out.
Sample Profit & Loss Statement [xls]This excel document will calculate your profit/loss, just enter your actual totals in the appropriate areas.
Service Agreement [pdf]Standard Letter of Engagement and Client Release of Liability of PTC Canada.
Sample Balance Sheet [xls]A set of sample balance sheets for tracking company revenue and expenses.
Unincorporated Business Tax information & Sample Worksheet [pdf]
This worksheet will help taxpayers with business income organize all necessary information for submission to PTC Canada for tax preparation.
Unincorporated Rental Tax information & Sample Worksheet [pdf]
This worksheet will help taxpayers with rental income organize all necessary information for submission to PTC Canada for tax preparation.
Mutual Funds-Stocks Tax Worksheet [pdf]
This worksheet will help taxpayers with investment income organize all necessary information for submission to PTC Canada for tax preparation.
Employment Expense & Commission Earnings Sample Worksheet [pdf]
For employees with out of pocket, on-the-job expenses, you will need the following forms.Employment Expense (T2200) & GST Rebate (GST 370) signed by your employer to validate your claims.
Rental Tax Data Entry [xls] For landlords and those earning rental income.
Business Tax Data Entry [xls]
For self-employed, partnerships and small unincorporated businesses.
Employment Tax Data Entry [xls]
For the commission sales person or employee with employment expenses.
Moving Expense Form (T1M) Form CRA For moves within Canada over 40 kms. for the purpose of job, school or business.
Meal and Lodging Expense Form (TL2)(pdf)For employees in the transportation business.
International Tax Forms (NR73) & (NR74)
Also, get help with bulletin IT-221-R3 in understanding the process. If you leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.
Disability Form (T2201) andDisability Information Package CRAIf you qualify for the disability tax credit or need disability tax credit form T2201. Applying for disability income support from the government? Check out Alberta Income Support for the Severely Handicapped.
Northern Allowance CRAIf you live in a prescribed northern zone, you may qualify for the deduction with form [T2222].
Overseas Employment Tax Credit CRA If you are working outside of Canada, see if you qualify for a tax credit by checking out form [T626]
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10 Ways to cut your Tax BillCheck out this free handout which can save you thousands of $$$.
10 Reasons Taxpayers Hire a ProfessionalWhy does the majority of Canadians use a professional? Even more amazing, why is this number growing by ten's of thousands each year? Don't get left in the dark and forsake your money to the taxman.
10 Ways to find a Tax Windfall If you've overpaid taxes or owe back taxes, this will help you spot any surprise tax breaks.
10 Ways to See if you paid your fair share of TaxesDo you know what your fair share of taxes really is? Many don't, but you can now.
10 Ways to to Find Money from Unfiled TaxesIf you haven't filed your taxes for years, you may be sitting on some cash. See if you can file them professionally with no money.
10 Ways to Avoid a Tax TrapDo you have unexpected taxes owing? How to stay away from a surprise tax liability.
10 Myths and Facts about the Tax IndustryLearn how the industry really works, how you fit in and what to do to make it work for you.
10 Ways to Assess a Tax Consultants FeesHow do you know what to pay? Do you have the right person working for you? Find out now.
10 Ways to Get Free Help at Tax TimeThere's lot's of free help including getting your taxes done for free. Let us show you how.
10 Ways to Handle a Tax TabooDo you owe taxes by accident or not? How do you even bring the subject up? Get rarely printed advice on this here.
10 Ways to spot Tax FraudAre you wondering if you've seen a tax scam? Even worse, have you become a victim? Find out how to spot it and take action.
10 Reasons People Don't File a Tax ReturnFind out why 1,000,000 late returns are filed in Canada each year.
Tax Guide [pdf]Learn valuable tax information and how to make the system work for you.
“The Miracle of Tithing” "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing"
Investment Tax Booklet [pdf]For those who have any type of investments including a bank account. Also, get the CRA Capital Gains guide here.
Employment & Commission Expense Tax [pdf]For the commission sales person or employee with employment expenses. Also, get the Excel bookkeeping spreadsheet.
Rental Property Tax Booklet [pdf]For landlords and those earning rental income. Also, get the CRA Rental guide, and a Excel book keeping spreadsheet.
Small Business Tax [pdf] For self-employed, partnerships and small unincorporated businesses. Also, get the CRA Small Business guide, and an Excel bookkeeping spreadsheet.
CRA Contact NumbersA list of most requested phone numbers, toll free and Calgary Area.
Past Year Tax FormsThey include the guide, the return, and related forms and schedules for the year.
Get detailed information on your -GST Credit orChild Tax Benefit
All Types of CRA Forms, Guides and Publications Practically any information they have available can be downloaded from here!
CRA Mailing Lists Want to stay up to date? Get on CRA's mailing list today for free.
CRA Main MenuLook here for information on Personal and Business Taxes.
E-PassNow you can get your own personal access code to manage your personal tax account and authorize a tax professional with CRA.
CRA ServicesMore electronic services are being added daily for businesses and individuals.
Your Rights when dealing with CRA When dealing with CRA, you do have rights, see what they are.
Resolving Disputes Some disagreements are caused by a lack of information or by a simple miscommunication.
Tax Audits How do they work? How do you get selected? Are there different types? Get the Government publication which explains.
How to report Tax Fraud The reason why Canadians pay a lot of taxes is due to a very small amount of the populations deliberately cheating the system out of your dollars. Find out how you can do something about it now!
Payroll Help and InfoGet help on such things as deductions and general information.
Telereply andElectronic ServicesTake advantage of the growing line of secure electronic services that CRA offers. To ensure the privacy and security of your information, they use measures such as firewall's and one of the most secure forms of encryption available in North America.
Farmers If you are involved in farming, get the CRA Farming guide (T4003) or statement of farming activities (T2042) form here. Booklet and Excel Bookkeeping spreadsheet by PTC Canada to be made available soon.
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Ever Wondered Where Your Tax Dollars GO? [PDF] [Html]Check out this presentation from the finance department.
Have a Problem with the Current Tax System?Contact your MP, that's what they are there for. Also contact your provincial representative.
The Latest Federal BudgetMost years the Government releases one major document that sets out where and how it plans to collect and invest taxpayers’ money.
Tax Credits Get detailed information onAlberta Family Tax Credits, andOther Provincial Tax Credits
Alberta Health See if you qualify for subsidies health premiums, Click here for theFORM
Alberta Blue Cross Benefits If you want extra benefit coverage, Click here for the Non-Group Coverage information.
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Want to Learn How to Prepare Basic Taxes? Take this free course sponsored by CRA. Highly recommended!
Canada PostWe only accept deliveries from Canada Post and note private couriers.
Knowledge BureauEvelyn Jacks, Canada's Tax Master and her new tax resource enterprise.
Disputing Your Taxes? Get a legal view on appealing your case from Tax Lawyer Chris Moser of Calgary's firm Tingle Merrett.
Tax Forum at [www.timcestnick.com]Tim Cestnick, Canada's Tax Favorite Tax Advisor has a unique chat forum for all Canadian tax issues. Mingle with the pros and the people to get your tax issue answered while reviewing other discussions on line.
Canadian Tax Payer's Federation The Canadian Taxpayers Federation is Canada’s leading taxpayer advocacy organization. From coast to coast they work to lower taxes, eliminate government waste and hold politicians accountable to YOU the taxpayer.
Canada Tax Court The Tax Court of Canada is a specialized court of law whose jurisdiction extends to several Acts of Parliament.
Tax Refunds for Visitors to Canada Tax refund for visitors, tax refund for business travel, tax refunds for non-residents and more.
KPMG Tax Page
KPMG is the Canadian member firm affiliated with KPMG International, a global network of professional firms providing Audit, Tax, and Advisory services.
Canadian Tax Foundation
An independent tax research organization whose purpose is to provide the public and the government of Canada with the benefit of expert impartial tax research into current problems of taxation and government finance.
Canadian Tax Software
A list of taxation software especially for Canadian taxes.
Legal Advice & Taxes
A wealth of legal advice article related to business & personal taxes, incorporation, and much more.
Canadian Business Service CentreA Government of Canada gateway to business related information regarding - Starting a Business, Financing, Taxes, Importing & Exporting, regulations, and much more.
Doug MacLeods "The Journey to Incorporation"
We have an excellent article by Doug McLeod; CA. of KPMG in Lethbridge called “The Journey to Incorporation”
Tax Freedom Day Sponsored by Canada's Consumer Advocate The Fraser Institute.How many days in the year do you pay taxes? It really depends on a few things, but check it out here.
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Is Your Situation Overwhelming or Uneasy? [reallifecoach.com]Our understanding assistance and invaluable information will change your perspective.
The Fine Art of Procrastination [pdf]Did you know it's a skill?
Do You Want to Stop Procrastinating? Psychological Self-Help (www.mentalhelp.net)Learn how others beat it.
Time to Move Forward? [innerself.com] Everybody has options, including you!
Cook up Something Healthy Neiman Marcus® Cookie Recipe, or anything else by Chef Robbie such as Dessert Pizza!
Simple Exercises to Help Relieve Stress Did you know breathing, walking, stretching and basic callisthenics helps everyone?
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